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Quantum Capital Management (California)’s iShares National Muni Bond ETF MUB Stock Holding History

Quantum Capital Management (California)’s Portfolio MUB Stock Details MUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$140K Buy
1,215
+36
+3% +$4.18K 0.16% 88
2020
Q2 		$136K Hold
1,179
– – 0.08% 135
2020
Q1 		$133K Buy
1,179
+318
+37% +$36.3K 0.09% 148
2019
Q4 		$98K Buy
861
+129
+18% +$14.7K 0.05% 204
2019
Q3 		$84K Buy
+732
New +$83.5K 0.04% 228

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Quantum Capital Management (California)'s MUB Position: Q3 2020 in Review

Quantum Capital Management (California) increased its iShares National Muni Bond ETF (MUB) stake by 3.1% in Q3 2020, buying an estimated $4.18K and bringing the position to 1,215 shares worth $140K. The position accounts for 0.16% of the portfolio, ranked #88.

Quantum Capital Management (California) first reported a position in MUB in Q3 2019 and has held it in 5 quarters since. 873 funds tracked by Wall St. Rank hold MUB as of Q3 2020.

  • Quantum Capital Management (California) held 1,215 shares of iShares National Muni Bond ETF worth $140K as of Q3 2020.
  • Quantum Capital Management (California) bought 36 iShares National Muni Bond ETF shares in Q3 2020, an estimated $4.18K.
  • iShares National Muni Bond ETF made up 0.16% of Quantum Capital Management (California)'s portfolio in Q3 2020, its #88 holding.
  • Quantum Capital Management (California) first reported a position in iShares National Muni Bond ETF in Q3 2019 and has held it in 5 quarters since.
  • 873 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2020.

Based on Quantum Capital Management (California)'s 13F filing for Q3 2020, filed 16 Nov 2020.